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  1. User Permissions - Access to reconcile without viewing balances

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    98 comments  ·  Users & setup » User permissions  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.

    We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.

    As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.

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    Andrew Pygott commented  · 

    Ability to setup a user who can only see incoming payments on the bank statement and nothing else. Allowing basic staff to check a customer payment has been made but they have no other access. - Or more user control allowing selection of what they can see.

    Andrew Pygott supported this idea  ·